Clipper Fund
Portfolio holdings sorted alphabetically as of April 30, 2012

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Security DescriptionSymbol
Alleghany Corp. Y
American Express Co. AXP
Ameriprise Financial, Inc. AMP
Bank of New York Mellon Corp. BK
Bed Bath & Beyond, Inc. BBBY
Berkshire Hathaway, Inc. Class A BRK A
Brazil Pharma SA BPHA3 BZ
Canadian Natural Resources Ltd. CNQ
Cielo SA CIEL3 BZ
Costco Wholesale Corp. COST
CVS Caremark Corporation CVS
Diageo PLC DGE LN
Everest Re Group, Ltd. RE
Goldman Sachs Group, Inc. GS
Google Inc., Class A GOOG
Security DescriptionSymbol
Harley-Davidson, Inc. HOG
Hewlett Packard Co. HPQ
Iron Mountain, Inc. IRM
Julius Baer Group Ltd. BAER VX
Loews Corp. L
Merck & Co., Inc. MRK
Microsoft Corp. MSFT
Oaktree Capital Group OAK
RHJ International RHJI BB
Roche Holding AG ROG VX
SKBHC Holdings LLC -----
Texas Instruments, Inc. TXN
Wells Fargo & Co. WFC

* Portfolio holdings are subject to change. The holdings above may not represent the entire portfolio. For a complete listing of portfolio holdings review the most recent Annual Report, Semi-Annual report or Form NQ.